Establishing your goals and objectives is critical in determining the best approach for you. Clients should not work in a vacuum. BWA educates and recommends prudent investments and/or changes based on what we've learned about you and your direction. We also go over all aspects of your financials beyond just investments.
Once your investments selection process is completed and portfolio allocation is set, our Chief Investment Strategist and Certified Portfolio Manager begin the continuous monitoring process to ensure suitability within the investment climate, your risk tolerance and financial life goals.
Once your investments selection process is completed and portfolio allocation is set, our Chief Investment Strategist and Certified Portfolio Manager begin the continuous monitoring process to ensure suitability within the investment climate, your risk tolerance and financial life goals.
Services
At BAM, we take the research we obtain from ERPE and utilize it to manage our clients' assets. Our founder, John Gardner, CFP, CPM, offers high net worth investors experienced investment portfolio management based on a disciplined methodology. John is one of the nation's approximately 400 Certified Portfolio Managers and has managed billions of dollars in equity portfolios over his professional career since 1984.
As wealth advisors, financial planners and investment advisors, we strive to understand before we are understood through our guidance process. We ask a lot of questions in order to Evaluate, Educate, and Eliminate to create the right strategies for you to reach your financial life goals. When we are first sitting with you, our team works to understand who you are, what you are seeking, and where you'd like your financial plan to take you.
Primary investment objective is low-to-moderate risk from fundamentally sound equities to achieve a total return from dividends and appreciation. Portfolio emphasis on intrinsically low-to-fair value companies. Selection focus on large-cap issues possessing favorable valuation metrics. Primary investment objective is cash flow and capital appreciation from worldwide investment diversification.
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